Shirley & Milton Levy Family Charitable Trust
- Assets
- $2.6m
- Revenue
- $1.5m
- Investments
- $2.6m
- Employees
- 0
- Location
- Framingham, MA
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 22-6480716
Organization Overview
Shirley & Milton Levy Family Charitable Trust is located in Framingham, MA. The organization was established in 0000. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shirley & Milton Levy Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Shirley & Milton Levy Family Charitable Trust generated $1.5m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 10.9% each year . All expenses for the organization totaled $1.4m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Shirley & Milton Levy Family Charitable Trust has awarded 85 individual grants totaling $2,595,598. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John F Levy Trustee | 1 | $0 | |
Steven Levy Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $180,959 |
| Interest on Savings | $3,245 |
| Dividends & Interest | $157,027 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $356,188 |
| Capital Gain Net Income | $356,150 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $764,506 |
| Total Revenue | $1,461,925 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $12,708 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $17,108 |
| Contributions, gifts, grants paid | $1,364,598 |
| Total expenses and disbursements | $1,381,706 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $46,412 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,055,747 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,639,322 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Shirley & Milton Levy Family Charitable Trust has awarded $1,364,598 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
ACCELERATE CHANGE INC PURPOSE: CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $51,272 |
AMERICAN JEWISH COMMITTEE PURPOSE: CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $50,000 |
BRENNAN CENTER FOR JUSTICE PURPOSE: CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $55,000 |
THE CONSERVANCY OF SOUTHWEST FLORIDA PURPOSE: CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $25,000 |
B'NAI B'RITH - ANTI DEFAMATION LEAGUE PURPOSE: CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $200,000 |
DANA FARBER CANCER INSTITUTE PURPOSE: CONTRIBUTIONS TO ALL RECIPIENTS WERE MADE TO FURTHER TAX EXEMPT STATUS UNDER 501(C)(3). | $10,000 |